Speaker Series Webinar: What Some Estate Planners Overlook
September 23 @ 4:00 pm – 5:00 pm EDT
Webinar Description
Every estate planning client is different. One example is Client A, who doesn’t question the need to complete a detailed intake form that asks multiple questions about her assets, her health, and the lives of her children and other family members, compared with Client B, who sees estate planning as something easy that shouldn’t require providing so much information: “Here are the names of my family members and what I want. Please just write up my simple Will and Power of Attorney.”
What Client B may not understand is the importance of the requested information in completing a well-rounded estate plan. Many attorneys can skip asking some of the more probing questions in order to move the engagement forward, but that may not cover all of the issues that the client doesn’t realize they should address. Those missed issues are often spotted only after the client or a family member dies, and sometimes it’s too late.
This webinar is designed to highlight issues that estate planners can easily overlook and provide ideas to educate clients on the importance of what may seem like irrelevant questions. We’ll cover non-probate assets, fiduciary selection, potential beneficiary issues, unique assets, tax matters, and trust funding. Handouts will include sample language designed to both educate clients and potential clients about the importance of various issues and protect the attorney in situations where the client decides not to address those issues.
Join us for a conversation about issues that planners shouldn’t overlook, and how to raise them with clients in a way that provides competent representation and the most complete estate plan possible
InterActive Legal Speaker Series Presents
Teresa L. Bush, Esq.
Director of Educaiton and Support Services
InterActive Legal
Webinar Tips
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Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
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Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.
